Clearstead Advisors’s Stitch Fix SFIX Stock Holding History

Clearstead Advisors’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58K	Buy	385 +375	+3,750%	+$1.36K	﹤0.01%	2559
2026 Q1	$34	Sell	10 -50	-83%	-$204	﹤0.01%	2216
2025 Q4	$315	Sell	60 -1,820	-97%	-$8.3K	﹤0.01%	2374
2025 Q3	$8.18K	Buy	1,880 +822	+78%	+$4.06K	﹤0.01%	1984
2025 Q2	$3.92K	Buy	1,058 +1,048	+10,480%	+$3.92K	﹤0.01%	2181
2025 Q1	$33	Hold	10	–	–	﹤0.01%	2173
2024 Q4	$44	Hold	10	–	–	﹤0.01%	2068
2024 Q3	$29	Hold	10	–	–	﹤0.01%	2024
2024 Q2	$42	Hold	10	–	–	﹤0.01%	2003
2024 Q1	$25	Buy	+10	New	+$31	﹤0.01%	1531
2022 Q2	–	Sell	-60	Closed	-$1K	–	1427
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	1321
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	1213
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	1150
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	934
2021 Q1	$3K	Buy	60 +10	+20%	+$704	﹤0.01%	936
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	862
2020 Q3	$1K	Buy	+50	New	+$1.28K	﹤0.01%	858

Other funds holding SFIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCAU

Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Clearstead Advisors's SFIX Position: Q2 2026 in Review

Clearstead Advisors increased its Stitch Fix (SFIX) stake by 3,750% in Q2 2026, buying an estimated $1.36K and bringing the position to 385 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Clearstead Advisors first reported a position in SFIX in Q3 2020 and has held it in 17 quarters since. The position peaked at $8.18K in Q3 2025. 66 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

Clearstead Advisors held 385 shares of Stitch Fix worth $1.58K as of Q2 2026.
Clearstead Advisors bought 375 Stitch Fix shares in Q2 2026, an estimated $1.36K.
Stitch Fix made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2559 holding.
Clearstead Advisors first reported a position in Stitch Fix in Q3 2020 and has held it in 17 quarters since.
Clearstead Advisors's Stitch Fix position peaked at $8.18K in Q3 2025.
66 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.